Analyst Ratings February 9, 2026

Morgan Stanley Sticks With Underweight on Curbline Properties, Keeps $29 Price Target

Analyst maintains cautious view even as the REIT posts strong quarterly growth and trades near its 52-week high

By Leila Farooq CURB
Morgan Stanley Sticks With Underweight on Curbline Properties, Keeps $29 Price Target
CURB

Morgan Stanley has reaffirmed an Underweight rating on Curbline Properties Corp (NYSE: CURB) and left its price target unchanged at $29.00 while the stock trades around $25.63. The decision was communicated in a note from analyst Ronald Kamdem on Monday. The firm’s view comes as Curbline reports robust fourth-quarter 2025 financial results, including notable revenue growth and higher net operating income.

Key Points

  • Morgan Stanley reaffirmed an Underweight rating on Curbline Properties with a $29.00 price target; the note was issued by analyst Ronald Kamdem on Monday.
  • Curbline is trading near its 52-week high and is assessed as appearing overvalued on Fair Value calculations; the firm’s price target is just below an analyst high of $30.00.
  • Curbline reported robust fourth-quarter 2025 results: net operating income grew 16% quarter-over-quarter and 60% year-over-year, EPS was $0.09, and revenue totaled $54.15 million – metrics that reflect strong recent performance in the real estate sector.

Overview

Morgan Stanley has reiterated an Underweight rating on Curbline Properties Corp (NYSE: CURB), maintaining a price target of $29.00 while the stock traded at $25.63. The reaffirmation and price target were set out by Morgan Stanley analyst Ronald Kamdem in a note to investors on Monday.

The $29.00 target remains unchanged from the firm's prior valuation for the real estate investment trust. According to InvestingPro data cited in the original briefing, that target sits marginally below the analyst high target of $30.00.


Analyst view and market context

Morgan Stanley’s Underweight designation indicates the firm expects Curbline Properties to underperform other stocks within its coverage universe. InvestingPro data referenced in the report shows the stock trading close to a 52-week high of $26.01 and suggests the shares appear overvalued against Fair Value calculations.

Company profile and financial metrics

Curbline Properties Corp operates as a real estate investment trust focused on commercial properties across the United States. The company currently offers a dividend yield of 2.53% and has reported strong revenue growth of 46.88% over the last twelve months.

Investors seeking more comprehensive analysis are directed to the Pro Research Report for CURB, which is available among more than 1,400 detailed company reports on InvestingPro.


Recent operating results

In other company disclosures, Curbline Properties reported strong financial results for the fourth quarter of 2025. Net operating income rose 16% from the prior quarter and increased 60% compared with the same period a year earlier. Earnings per share for the quarter were reported at $0.09, while total revenue reached $54.15 million.

Those results underline a period of solid financial performance for Curbline, with the company posting significant growth year-over-year. The quarterly figures drew attention from both investors and analysts, and the stock registered a positive response in pre-market trading following the release. Analysts, however, continue to assess the company’s forward prospects in light of the valuation metrics and the firm-specific outlook presented by Morgan Stanley.


Implications

The juxtaposition of a maintained Underweight rating and the company’s recent strong operating results highlights a divergence between near-term financial momentum and the analyst’s valuation-based outlook. Market participants will likely weigh the reported growth in revenues and net operating income against the firm’s relative valuation and Morgan Stanley’s expectation of underperformance within its coverage set.

Risks

  • Morgan Stanley’s Underweight rating signals a risk that Curbline may underperform relative to peers, which affects investor returns in the real estate investment trust sector.
  • Valuation concerns are highlighted by InvestingPro data indicating the stock trades near its 52-week high and appears overvalued versus Fair Value calculations, posing a risk to future price appreciation.
  • Despite strong recent operating results, analysts continue to evaluate the company’s prospects, introducing uncertainty for market expectations and near-term trading behavior in the REIT and broader real estate markets.

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